Dan Betzel - Podcast Details

Shows

Strong SongsApril Makes Fools of Us AllOn this episode... a prank.April Fools’ Day has run its course, which means it’s time to update this episode description to accurately reflect what’s in the episode. Hopefully this joke made some listeners laugh, and didn't ruffle too many feathers.The actual full episode on Miles Davis’s “So What” should be live as of this update, and next in your feed.To give credit where it's due:Song: "Never Gonna Give You Up"Artist: Rick AstleyAlbum: Whenever You Need Somebody (1987)Written by...2020-04-0110 min

Plan With DanHow Does Flying Relate to Retirement Planning?You don’t need to be understand the basics behind flying but you’ll need some guidance from a professional to grasp the finer points and nuances to the actual process. Believe it or not, there are a number of parallels between flying and retirement planning and that’s what we plan to tackle on this episode. Today's rundown: 0:29 – What’s on today’s show. 1:01 – Dan has some news to share about the podcast. 2:02 – In the News: Trend in the wedding industry where couples are taking out loans for their ceremony. 3:00 – There...2019-09-1900 min

Plan With DanChallenges That Millennials Face in Financial PlanningIt’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode. Check out the show notes for this episode by clicking here.----more---- Today's rundown: 0:37 – Dan is preparing for his annual trip to Israel. 3:10 – Financial issues that might impact millennials. 4:15 – Education has changed so...2019-09-0500 min

Plan With DanPotential Financial Pitfalls for Someone Entering a Nursing HomeWhen facing the decision to put a loved one into a nursing home, the last thing you want to be concerned about is their safety and security. That’s true of financial and physical health. There are some financial pitfalls that you need to know about so you can protect your family. Check out the full show notes by clicking here. Today's rundown: 0:28 – Dan is celebrating a milestone. 2:36 – Introducing today’s topic of elder abuse. 3:42 – The first thing you need to do with your parents or children if you’re getting ol...2019-08-1500 min

Plan With DanThings You Should Consider When Inheriting a HomeInheriting a home can be major life change and it bring with it a number of decisions that need to be made. Depending on who else was included in the inheritance, you’ll have to figure out what you want to do with it. Every decision brings a different set of pros and cons so understanding those will help you determine what option is best. To see the show notes, click here. ----more---- Check out today's rundown below: 2:55 – The situation that surrounds inheriting a home. 3:45 – When you inherit a home, you essentia...2019-08-0100 min

Plan With DanWeaknesses in 401k Retirement PlansOne of the most popular retirement plans that people utilize is the 401(k). It’s often the easiest place to start when you begin saving for your future and a many times a employer will offer the option as part of a compensation package. The 401(k) definitely serves its purpose but there are some weaknesses that might make you look to other investment opportunities. See the show notes by clicking here. ----more---- Take a look at the full rundown of the show below and click the timestamp to skip to a specific portion of the epi...2019-07-1800 min

Plan With DanFinding Financial Security“Financial security” might mean different things to different people, but for nearly everyone, finding financial security is the most important part of their retirement plan. So, how do you define financial security? Full show notes: http://betzelwealthadvisors.com/2019/07/finding-financial-security/ ----more---- Tactical Points: In The News 1:15 RMD age change Congress is working on a bill that would raise the RMD (required minimum distributions) age from 70.5 to 72. Would this be a good thing? Dan was really excited when he first heard about this change and he is all...2019-07-0400 min

Plan With DanThe Real Definition Of “Safe Money” Today's Objective... It seems that people have different definitions of “safe money” as it relates to their savings. Let’s discuss some of those varying explanations of the term and why it’s an important conversation for any retiree or pre-retiree to have. Check out the full show notes for this episode: http://betzelwealthadvisors.com/2019/06/the-real-definition-of-safe-money/ Tactical Points: 2:09 How do people define safe money? This term makes Dan think about insurers trying to sell annuities or those “education” steak dinners...2019-06-2000 min

Plan With DanFamous Last Words (You Don’t Want to Say!) In Retirement Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Dan talks through some common financial phrases that certainly aren’t words to live by. Check out the full show notes: http://betzelwealthadvisors.com/2019/06/famous-last-words-you-dont-want-to-say-in-retirement ----more---- Tactical Points: 2:58 “I want to get out of the market and stay out (after 2008)” Dan says this is not the kind of person who wo...2019-06-0600 min

Plan With Dan5 Simple Retirement Questions (That Are Hard to Answer)These five questions are quite common. They're deceptively simple, and depending on your situation, they can be quite complex to answer. Beyond a simple “yes” or “no” answer, let’s hear what Dan has to say about these important retirement questions. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/05/5-simple-retirement-questions-that-are-hard-to-answer/2019-05-1600 min

Plan With DanTo Fish Or Cut Bait?Decision-making can be tough, and it's often tempting not to make any decision at all. As you research a decision, you're often hit with a barrage of information, and if you're not careful, you can find yourself stuck. However, there comes a time when we all need to fish or cut bait as the saying goes. Discover the importance of decisiveness and the dangers of analysis paralysis. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com...2019-05-0200 min

Plan With DanConventional Wisdom Isn’t Always So WiseWouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It would sure make things easier. Unfortunately, there’s no such universal manual and to make matters worse, most of the conventional wisdom about the financial world also tends to lead people astray when they follow the advice blindly. Check out http://betzelwealthadvisors.com/2019/04/conventional-wisdom-isn’t-always-so-wise for the full blog post, show notes, and related links to this episode.2019-04-1800 min

Plan With DanWhen Is It "Safe" For You To Retire?Do you have enough money to retire? At what age or dollar amount will you get there? How can you be sure? These are all questions we’ll talk about in today’s podcast. Visit http://betzelwealthadvisors.com/2019/04/when-is-it-"safe"-for-you-to-retire? to view the full show notes of today's episode and related resources and links.2019-04-0400 min

Plan With DanThe 5 Most Common Pain Points In Your Financial LifeWhen it comes to financial planning, everyone has some kind of pain point. They're different for each client, but everyone has something that bothers them. Dan explains how he helps his clients to alleviate their "pain points." Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/03/the-5-most-common-pain-points-in-your-financial-life/2019-03-2100 min

Plan With DanThe 6 Things Wasting Away In Your Financial Junk DrawerYou probably have a junk drawer at home. It's filled with knick knacks like rubber bands, clothespins, and ink pens, and highlighters. While you might not realize it, you probably have a financial junk drawer as well. Discover six things you could be giving a better purpose. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/03/the-6-things-wasting-away-in-your-financial-junk-drawer/2019-03-0700 min

Plan With DanEpisode #76: Watch Out For These Financial MistakesJoin us as we outline some of the crucial financial mistakes we see our clients making. Don't worry, we'll outline how to avoid them as well. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/02/episode-76-financial-mistakes/2019-02-2100 min

Plan With DanEpisode #75: Little Missed DetailsThe little missed details in your financial plan could be costing you. Pay attention to the fine print, and cover the little things in your retirement plan. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/02/episode-75-little-missed-details/2019-02-0700 min

Plan With DanEpisode #74: Mark Twain's Financial Wisdom Part 02There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we dive into part two of our series on his famous sayings. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/01/episode-74-mark-twains-financial-wisdom/2019-01-1700 min

Plan With DanEpisode #73: Mark Twain's Financial Wisdom Part 01There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we discover what he might have to say about our finances. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2019/01/episode-73-mark-twains-financial-wisdom/2019-01-0300 min

Plan With DanEpisode #72: You've Lost That Financial FeelingFinancial planning is more than math and logic. There are times when it's important to consider your emotions. Dan helps us tap into that financial feeling. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/12/episode-72-financial-feeling/2018-12-2000 min

Plan With DanEpisode #71: Defining Risk ToleranceRisk tolerance is a buzzword that gets used in many financial conversations, but what is it, and how does it affect your retirement plan? Dan explains. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/12/episode-71-defining-risk-tolerance/2018-12-0600 min

Plan With DanEpisode #70: Settling Financial DebatesDepending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/11/episode-70-settling-financial-debates/2018-11-1500 min

Plan With DanEpisode #69: Hidden ExpensesJust because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/11/episode-69-hidden-expenses/2018-11-0100 min

Plan With DanEpisode #68: Important Financial Terms You Should KnowFinancial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/10/episode-68-important-financial-terms/2018-10-1800 min

Plan With DanEpisode #67: Tax Planning And RetirementTax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog:http://betzelwealthadvisors.com/2018/10/episode-67-tax-planning-retirement/2018-10-0400 min

Plan With DanEpisode #66: Ask Yourself Five Retirement QuestionsPlanning for retirement is daunting. It’s difficult to know where to begin. Ask yourself these five questions to start the conversation. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog:http://betzelwealthadvisors.com/2018/09/episode-66-ask-yourself-five-retirement-questions/2018-09-2000 min

Plan With DanEpisode #65: Elements Of A Successful RetirementA successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Learn what generates success. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/09/episode-65-successful-retirement/2018-09-0600 min

Plan With DanEpisode #64: Giving Money Mission StatementsMission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/08/episode-64-mission-statements/ 2018-08-1600 min

Plan With DanEpisode #63: What Demographics Can Tell UsStatistics can give us helpful insight into how you’re approaching your finances. Explore financial demographics, and see what they say about retirement. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/08/episode-63-what-financial-demographics-can-tell-us/2018-08-0200 min

Plan With DanEpisode #62: Debunking Financial MythsThere’s an almost endless list of retirement planning myths that need to be debunked. We’ll debunk some ofthese misleading statements that often lead people astray. Put on your “mythbuster” hat and let’s go. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-62-debunking-financial-myths/2018-07-1900 min

Plan With DanEpisode #61: Things You Can't ControlIn retirement planning, there are many things that are completely out of your control. Fortunately, the thingsthat you can control allow you to deal with those things you can’t. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/07/episode-61-things-you-cant-control/2018-07-0500 min

Plan With DanEpisode #60: (I Can't Get No) Retirement SatisfactionIt seems like a basic goal: We all want to achieve some measure of satisfaction in retirement. But how do we get there? What are some of the smaller goals we can set along the way? Dan will show us how he helps people achieve things like confidence, security, independence and peace of mind on the way to ultimately reaching retirement satisfaction. Click the link to receive your FREE Retirement Rescue Toolkit: https://bv341.infusionsoft.com/app/page/taxfree-kit Click the link to read more from Dan's Blog: http://betzelwealthadvisors.com/2018/06/episode-60-retirement-satisfaction/2018-06-2100 min

Plan With DanSeven Estate Planning Mistakes You Need To AvoidUnfortunately, it's easy to make mistakes when it comes to estate planning. Dan will outline seven of the most common estate planning mistakes he sees people make and gives us suggestions on how to avoid these. Click here for Dan's Retirement Rescue Toolkit.2018-06-1400 min

Plan With DanSpousal Conflicts: Savers vs. SpendersA lot of couples will often have one spouse who is the saver of the pair and the other is the spender. How can you effectively prepare for your financial future with such differing personalities? Dan will take us through the action steps he takes when working with couples through issues like this. Click here for Dan's Retirement Rescue Toolkit.2018-06-0700 min

Plan With DanPlaying Retirement Catch-upIf you're a little behind in preparing for retirement, don't be afraid. A lot of people are in the same boat. There's good news, however. With some discipline and some good saving and planning strategies, it's possible to make up a lot of ground in a relatively short period of time without taking undue risk. Dan will take us through a scenario of a 50 year old person who needs to start playing retirement catchup. You'll be amazed by how quickly things can turn around. Click here for Dan's Retirement Rescue Toolkit.2018-05-3100 min

Plan With DanHow Do You React To Market CorrectionsAnytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like a chicken with your head cut off? Dan will give you ways you can avoid becoming your worst enemy and show you how to keep particular emotions and reactions in check during times of market turmoil. Click here for Dan's R...2018-05-2400 min

Plan With DanStory TimeWe’ve probably all had one of those moments where we didn’t listen to the advice someone was trying to give us. Let’s hear about a time it happened in the financial world when someone didn’t listen to the advice of their financial advisor and later wished that they had. Click here for Dan's Retirement Rescue Toolkit.2018-05-1700 min

Plan With DanLessons I Have Learned From My Clients Who Have RetiredJust as clients can learn a lot from Dan, Dan can learn some lessons from his clients. Hear about Dan's experiences with retired clients and how they have shaped his financial perspective and strategies. Click here for Dan's Retirement Rescue Toolkit.2018-05-1000 min

Plan With DanThe Five Things I Wish Every Investor Knew About Market VolatilityThere are some misunderstandings out there about market volatility, especially with the recent instability in the stock market. Let's explore some of the important lessons every investor should know about the nature of volatility. 2018-05-0300 min

Plan With DanThe Most Overlooked And Forgotten Element of Retirement PlanningA few weeks back, we talked about what a holistic plan really looks like. One of the five core elements also happens to be one of the most overlooked and forgottten pieces of a retirement plan. For a myriad of reasons, individuals and even financial advisors often skip over the family legacy or estate planning portion of a plan. Failing to plan for that element can lead to a lot of confusion and frustration within families. Dan will share with us some of the heartbreaking stories he's witnessed, but we'll also share some of the success stories that have...2018-04-2600 min

Plan With DanThe Guy Who Freaked Out On The Plane: What He Can Teach Us About Market CrashesDan was on an international flight recently (flew on the Dreamliner, in fact), and sat next to a passenger who was suffering from Aerophobia, the fear of flying. The fear and nervousness was so paralyzing it caused quite the disruption on the 14-hour journey. It got Dan thinking about how we react to stressful situations in the financial world. Do you feel a sense of panic when the market takes a tumble? Do you spend a lot of time worrying about what you can't control? If so, this is the podcast for you. We'll discuss some ways you can...2018-04-1900 min

Plan With DanThe Reasons Why Everyone, Regardless of Age or Income Level, Needs A Roth IRANo matter where you fall on the age or income spectrum, it's probably a good idea for you to at least consider a Roth IRA. In almost every case, you'll reap some great rewards by utilizng that retirement savings vehicle. Dan will walk us through why it's typically a good idea to have a Roth IRA in your arsenal and lay out some of the top benefits you'll encounter. Click here for Dan's Retirement Rescue Toolkit 2018-04-1200 min

Plan With DanWhat Does Holistic Or Comprehensive Financial Planning Really Look Like?Some people think they have a comprehensive financial plan, but in reality their plan often lacks critical components. Some people will figure out the right way to structure an income plan, but they'll overlook the role of taxes or healthcare. Sometime the investment plan is solid, but there's no plan of action for how to distribute those funds as income in retirement. Dan will walk us through the five key areas you need to address to truly have a "holistic" or comprehensive financial plan. Click here for Dan's Retirement Rescue Toolkit 2018-04-0500 min

Plan With DanThe Five Things We Wish Everyone KnewAs financial professionals, there are things that we wish everyone knew and understood. On this podcast, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least five things. Click here for Dan's Retirement Rescue Toolkit.2018-03-2900 min

Plan With DanMaking Your Own Financial LuckThere’s a lot of talk in March about leprechauns, four leaf clovers and pots of gold at the ends of a rainbow. The bad news, however, is that none of those things will help you get wealthy or retire successfully. Well, okay, if you find a pot of gold you’ll be in pretty good shape. But those odds are slim at best. So, instead of waiting for luck to find us, how about we make our own financial luck? Here are some easy tips to follow to make it happen. Click here for Dan's...2018-03-2200 min

Plan With DanFinancial Power Of AttorneyWe discuss Dan's blog about an article he wrote on guidlines with powers of attorney.2018-03-1500 min

Plan With DanMailbag: The 4% Rule, Inheritance, And Spousal DisagreementsWe answer questions from listeners like you regarding the 4% rule, what to do when inheriting stocks, and how to get on the same page with a spouse. Click here for Dan's Retirement Rescue Toolkit.2018-03-0800 min

Plan With DanThe Financial Lies We Tell OurselvesYou know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach retirement planning with these mindsets. Click here for Dan's Retirement Rescue Toolkit.2018-03-0100 min

Plan With DanShopping At The Retirement Grocery StoreYou probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries. Try not to get too hungry while we do this... Click here for Dan's "Retirement Rescue Toolkit".2018-02-2200 min

Plan With DanThe Winter Financial OlympicsIn the spirit of the Winter Olympics, learn how financial planning could be similar to your favorite event, such as cross-country skiing, bobsledding, and more. Click here for the "Retirement Rescue Toolkit"2018-02-1500 min

Plan With DanMailbagWe get a lot of listener questions here on the Plan With Dan podcast. So much so that we like to answer a few of them every once in a while. In this mailbag edition of the podcast, Dan answers questions about longevity planning, lump sum planning, and more. Click here for the "Retirement Rescue Toolkit".2018-02-0800 min

Plan With DanStress And RetirementPsychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement. Click here for the "Retirement Rescue Toolkit".2018-02-0100 min

Plan With DanTax Code Changes (With Special Guest): Part 2We'd like to welcome back special guest Deb Oskin. Deb is an Enrolled Agent and ordained minister. We'll discuss her role in helping members of the clergy with tax preparation. Click here for the "Retirement Rescue Toolkit". For more information on Deb Oskin's tax services, visit http://www.oskintax.com/ 2018-01-2500 min

Plan With DanTax Code Changes (With Special Guest): Part 1We are joined by special guest Deb Oskin, an enrolled tax agent and an ordained minister, to unpack the recent changes to the United States' tax code. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit For more information on Deb Oskin's tax services, visit http://www.oskintax.com/ 2018-01-1800 min

Plan With DanFinancial ResolutionsYou’ve probably made some resolutions for 2018. You’ve probably already failed at some of those resolutions. So, maybe take a stab at starting some very attainable financial resolutions. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2018-01-1100 min

Plan With DanCollision Of Fear And GreedThe fear we all felt in 2008 is in the rearview mirror. Now the natural response is to be greedy with the recent stock market success we've experienced. How can we reconcile and deal with these different emotions as we try to successfully navigate through the current economic landscape? Dan takes a peek at the collision that takes place betwen our emotions and our financial goals. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2018-01-0400 min

Plan With DanCommon 401k QuestionsA lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403b or similar type of account, too. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-12-2800 min

Plan With DanFinancial Santa ClausIn the spirit of the holiday season, let’s pretend that Dan is Santa Claus, and he's filling up the stockings of retirees and pre-retirees with useful financial resources. But you can only fit 6 items into the stocking. Which 6 would you choose? For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-12-2100 min

Plan With DanStory Time: Fee ShockLet’s hear about a time when somebody was completely shocked to find out what exactly they were paying in fees inside their portfolio. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-12-1400 min

Plan With DanFinancially Savvy Grandparenting: Part 2Part 2 of our discussion of the 7 tips for grandparents to consider as they help their grandchildren grow into financially savvy adults. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit Financially Savvy Grandparenting A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on six tips for grandparents to consider as they help their grandch...2017-12-0700 min

Plan With DanFinancially Savvy Grandparenting: Part 1A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents to consider as they help their grandchildren grow into financially savvy adults. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-11-3000 min

Plan With DanStory Time: In The Nick Of TimeOccasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Dan Betzel. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-11-2100 min

Plan With DanMailbag: End Of Year Planning, Nursing Homes, Hating AdvisorsLet's answer your questions about end-of-year tax planning, how to handle assets before entrance into an nursing home and what to do if you hate all the financial advisors you've ever met. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-11-1600 min

Plan With DanCouch Potato DollarsYou haven’t gotten where you are in life by being lazy. If you have had children, you probably frequently told them not be a lazybones (or worse). You should do the same thing to your money. Get it off the couch. Lazy money or “couch potato dollars” can endanger your portfolio. Let’s talk about why that is. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-11-0900 min

Plan With DanElephants In The RoomWhen it comes to retirement planning, there can be several elephants in the room. Let’s discuss how a great retirement plan makes sure to address each of these elephants. And don’t let them catch you not paying attention. You know an elephant never forgets. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-11-0200 min

Plan With DanGlory DaysIt can be fun to reflect on the glory days of your life and the way things used to be. And it’s no different in the financial world; retirement planning used to be a lot easier than it is now. Let’s discuss a few issues that make retirement planning harder in today’s world. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-10-2600 min

Plan With DanOpportunities For ImprovementSometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world. For the "Retirement Rescue Toolkit", visit https://bv341.infusionsoft.com/app/page/taxfree-kit 2017-10-1900 min

Plan With DanMailbagWe answer listener questions about long-term care, pensions, and advisor selection.2017-10-1200 min

Plan With DanUnasked QuestionsLots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “un-asked questions” of the financial world. 2017-10-0500 min

Plan With DanRetirement RegretsThe old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets we hear from people who wish they’d made different financial decisions, so you can learn from those missteps.2017-09-2800 min

Plan With DanRequired Minimum DistributionsFind out what required minimum distributions are and learn how you can factor them into your retirement planning.2017-09-2100 min

Plan With DanMailbagDan answers questions from listeners about 401(k)s, CDs, and life insurance.2017-09-1400 min

Plan With DanTaking Care Of FamilyMake sure your retirement plan will take care of your loved ones. 2017-09-0700 min

Plan With DanUniversal Retirement TruthsLearn the universal retirement truths you can apply to your planning strategy. 2017-08-3100 min

Plan With DanAre 401(k) Plans Right For You?A 401(k) is a great investing tool, but that doesn't mean it's universally the best for everyone. Learn whether a 401(k) is the right fit for you. 2017-08-2400 min

Plan With DanMailbagWe've heard your listener questions on gold and market timing. Find out how these investing strategies affect your portfolio. 2017-08-1700 min

Plan With DanBreaking Bad HabitsLearn to break your bad financial habits.2017-08-1000 min

Plan With DanSocial Security MythsWe'll debunk some of the myths about social security.2017-08-0300 min

Plan With DanAre You Playing A Financial Game Show?We'll discuss how your financial world may be closer to a game show than true planning.2017-07-2700 min

Plan With DanMailbag: IRA, 401Ks, and BondsWe'll devote this whole show to listener questions. From IRAs to bonds, we do our best to resolve your retirement planning confusion.2017-07-2000 min

Plan With DanFinancial "Blind Spots" You Should Look Out ForWe'll discuss some of the things you might not be thinking about when it comes to retirement.2017-07-1300 min

Plan With DanFinancial IndependenceWe'll discuss the goals of financial independence, and how those goals can change from person to person.2017-07-0600 min

Plan With DanCommon Money MistakesWe'll walk through some of the simple mistakes that can have a big impact.2017-06-2900 min

Plan With DanIncome PlanningWe'll teach you everything you need to know about income planning. 2017-06-2200 min

Plan With DanYogi's Financial WisdomWe'll take some financial wisdom from Yogi Berra.2017-06-1500 min

Plan With DanWhere Do You StandWe'll discuss the different stages of retirement planning and how you think about them. 2017-06-0800 min

Plan With DanPre-Flight ChecklistWe'll make sure you have everything you need to take off into retirement. 2017-06-0100 min

Plan With DanBreaking Down Your Financial StatementsWe'll help you to better understand your complex financial statements. 2017-05-2500 min

Plan With DanMajor Life EventsWe'll discuss the impact major life events could have on your retirement. Don't worry; we'll make sure you're prepared. 2017-05-1800 min

Plan With DanRookie MistakesWe'll help you avoid the rookie mistakes even the most seasoned investors can make. 2017-05-1100 min

Plan With DanBeneficiary MistakesWe'll share with you five important mistakes people make when naming beneficiaries. 2017-04-2800 min